Jesse Robinson
jrobinson@riverwealthadvisors.com
Jesse brings over eight years of finance, analysis, and client service experience to River Wealth Advisors. Prior to joining our firm, Jesse was an accountant for JMT, where he maintained contracts and oversaw budgeting and forecasting.
As Senior Investment Analyst, Jesse collaborates with the firm’s investment advisors to deliver exceptional client service, maintain client objectives within portfolios, and manage trades for our clients’ accounts. He holds a Series 65 license.
Jesse received a Bachelor of Science degree in Accounting and Finance from Eastern University. He also established the University’s Investment Club.
When not working, Jesse enjoys watching the stock market, listening to music, journaling, reading, and playing video games.
Get to Know Me Better
What do you enjoy most about your current job?
Looking at stocks every day, the great work-life balance, the location, the fact that it challenges me to be a good employee but also that it overflows into my personal life and challenges me to do better as an individual.
What do you love most about being part of river wealth advisors?
I love the encouragement the company gives us. It seems like they really want us to succeed at our jobs and help us along the way. They are always willing to answer questions and even if they don’t know something, they will tell you and then get the answer for you.
What are your favorite hobbies?
Playing video games, reading, golfing, playing basketball.
what is your favorite book?
Rich Dad Poor Dad by Robert Kiyosaki
what was your first job?
Working at a dog kennel.
what are your bucket list vacation spots?
France, Germany, Japan, Italy, Greece, Iceland, and New Zealand.
What's the best advice you've ever received?
When I was about 12 years old, I did some yard work for a wealthy individual. My dad would do work for him so he took me along. I spent all day raking up grass and putting it in bags. He told us he would come by later to pay us for the day. He showed up and paid my dad a wad of cash and handed me $1. I was respectful and said thank you (even though I was like “what?!”), but he was teaching me a valuable lesson: the value of money.
